Nonprofit · EIN 42-0761060
UNITED WAY OF DUBUQUE AREA TRI- STATES
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,372,750 | $1,512,965 | -$140,215 | $2,032,365 | $32,184 | $2,000,181 |
| May 31, 2024 | 990 | $1,437,813 | $1,457,598 | -$19,785 | $2,178,282 | $37,886 | $2,140,396 |
| May 31, 2023 | 990 | $1,492,504 | $1,412,084 | $80,420 | $2,205,680 | $45,495 | $2,160,185 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,248,421
- Program service revenue
- $0
- Investment income
- $53,206
- Net rental income
- $71,123
- Other revenue
- $71,123
Expenses
- Grants and similar amounts paid
- $865,595
- Compensation of officers, directors and key employees
- $98,666
- Other salaries and wages
- $171,626
- Salaries, compensation and benefits (total)
- $319,707
- Professional fundraising fees
- $0
- Accounting fees
- $32,999
- Occupancy
- $13,346
- Travel
- $8,196
- Depreciation
- $12,483
- Program services (functional)
- $1,173,152
- Management and general (functional)
- $163,840
- Fundraising (functional)
- $175,973
Balance sheet and other
- Total assets, start of year
- $2,178,282
- Total assets, end of year
- $2,032,365
- Total liabilities, end of year
- $32,184
- Net assets, end of year
- $2,000,181
- Land, buildings and equipment
- $304,531
- Net assets without donor restrictions
- $1,979,378
- Net assets with donor restrictions
- $20,803
- Gross receipts
- $1,432,748
- Employees
- 5
- Volunteers
- 1,955
- Year formed
- 1928
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIELLE LEIBFRIED | PRESIDENT & CEO | 40 | $98,666 |
| JACQUE ARENSDORF | Chairman Trustee or director, Officer | 2 | $0 |
| MIKE CYZE | Vice President Trustee or director, Officer | 2 | $0 |
| KAREN BABLER | Treasurer Trustee or director, Officer | 2 | $0 |
| JANE READY | Secretary Trustee or director, Officer | 2 | $0 |
| ANDY WICKHAM | Director Trustee or director | 2 | $0 |
| JESSIE ERLICH | Director Trustee or director | 2 | $0 |
| LAUREN CZESHINSKI | Director Trustee or director | 2 | $0 |
| GISELLA AITKEN-SHADLE | Director Trustee or director | 2 | $0 |
| KATHY BUHR | Director Trustee or director | 2 | $0 |
| OLIVIA BURGER | Director Trustee or director | 2 | $0 |
| MATT CONNOLLY | Director Trustee or director | 2 | $0 |
| DEREK DUEHR | Director Trustee or director | 2 | $0 |
| TYLER FREYE | Director Trustee or director | 2 | $0 |
| KEEFE GAHERTY | Director Trustee or director | 2 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA HOLDRIDGE | Director Trustee or director | 2 | $0 |
| JULIE KRONLAGE | Director Trustee or director | 2 | $0 |
| JAN POWERS | Director Trustee or director | 2 | $0 |
| BROCK RENBARGER | Director Trustee or director | 2 | $0 |
| MICHELLE REIDY | Director Trustee or director | 2 | $0 |
| MICHELLE SCHMELZER | Director Trustee or director | 2 | $0 |
| ANDREW SHERMAN | Director Trustee or director | 2 | $0 |
| GRETCHEN STEINES | Director Trustee or director | 2 | $0 |
| CARRIE TEDORE | Director Trustee or director | 2 | $0 |
| TONYA TRUMM | Director Trustee or director | 2 | $0 |
| TJ WAGNER | Director Trustee or director | 2 | $0 |
| SHELLY ZAHN | Director Trustee or director | 2 | $0 |
990 for the year ended May 31, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIELLE LEIBFRIED | PRESIDENT & CEO | 40 | $91,851 |
| JACQUE ARENSDORF | Chairman Trustee or director, Officer | 2 | $0 |
| MIKE CYZE | Vice President Trustee or director, Officer | 2 | $0 |
| KAREN BABLER | Treasurer Trustee or director, Officer | 2 | $0 |
| JANE READY | Secretary Trustee or director, Officer | 2 | $0 |
| ANDY WICKHAM | Director Trustee or director | 2 | $0 |
| JESSIE ERLICH | Director Trustee or director | 2 | $0 |
| LAUREN CZESHINSKI | Director Trustee or director | 2 | $0 |
| GISELLA AITKEN-SHADLE | Director Trustee or director | 2 | $0 |
| KATHY BUHR | Director Trustee or director | 2 | $0 |
| OLIVIA BURGER | Director Trustee or director | 2 | $0 |
| MATT CONNOLLY | Director Trustee or director | 2 | $0 |
| DEREK DUEHR | Director Trustee or director | 2 | $0 |
| TYLER FREYE | Director Trustee or director | 2 | $0 |
| KEEFE GAHERTY | Director Trustee or director | 2 | $0 |
| JULIA HOLDRIDGE | Director Trustee or director | 2 | $0 |
| JULIE KRONLAGE | Director Trustee or director | 2 | $0 |
| JAN POWERS | Director Trustee or director | 2 | $0 |
| BROCK RENBARGER | Director Trustee or director | 2 | $0 |
| MICHELLE REIDY | Director Trustee or director | 2 | $0 |
| MICHELLE SCHMELZER | Director Trustee or director | 2 | $0 |
| ANDREW SHERMAN | Director Trustee or director | 2 | $0 |
| GRETCHEN STEINES | Director Trustee or director | 2 | $0 |
| CARRIE TEDORE | Director Trustee or director | 2 | $0 |
| TONYA TRUMM | Director Trustee or director | 2 | $0 |
| TJ WAGNER | Director Trustee or director | 2 | $0 |
| SHELLY ZAHN | Director Trustee or director | 2 | $0 |
990 for the year ended May 31, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIELLE LEIBFRIED | PRESIDENT & CEO Key employee, Highest-paid employee | 40 | $83,751 |
| JACQUE ARENSDORF | BOARD CHAIR Trustee or director, Officer | 2 | $0 |
| MIKE CYZE | VICE-CHAIR Trustee or director, Officer | 2 | $0 |
| KAREN BABLER | TREASURER Trustee or director, Officer | 2 | $0 |
| JEN READY | SECRETARY Trustee or director, Officer | 2 | $0 |
| KATHY BUHR | DIRECTOR Trustee or director | 2 | $0 |
| GISELLA AITKEN-SCHADLE | DIRECTOR Trustee or director | 2 | $0 |
| ANDY WICKHAM | DIRECTOR Trustee or director | 2 | $0 |
| GISELLA AITKEN-SCHADLE | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA EHRLICH | DIRECTOR Trustee or director | 2 | $0 |
| DEREK DUEHR | DIRECTOR Trustee or director | 2 | $0 |
| BECKY CONLON | DIRECTOR Trustee or director | 2 | $0 |
| LAUREN CZESHINSKI | DIRECTOR Trustee or director | 2 | $0 |
| TJ WAGNER | DIRECTOR Trustee or director | 2 | $0 |
| JAN POWERS | DIRECTOR Trustee or director | 2 | $0 |
| JULIA HOLDRIDGE | DIRECTOR Trustee or director | 2 | $0 |
| MICHELLE SCHMELZER | DIRECTOR Trustee or director | 2 | $0 |
| BROCK RENBARGER | DIRECTOR Trustee or director | 2 | $0 |
| NATE RUNDE | DIRECTOR Trustee or director | 2 | $0 |
| MATT CONNOLLY | DIRECTOR Trustee or director | 2 | $0 |
| SHELLEY ZAHN | DIRECTOR Trustee or director | 2 | $0 |
| CARRIE TEDORE | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW SHERMAN | DIRECTOR Trustee or director | 2 | $0 |
| JULIE KRONLAGE | DIRECTOR Trustee or director | 2 | $0 |
| MICHELLE REIDY | DIRECTOR Trustee or director | 2 | $0 |
| RAFIC SINNO | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 215 W 6TH ST, DUBUQUE, IA 52001-6809
- Principal officer (990 for 2024)
- DANIELLE LEIBFRIED
- Signed the 990
- DANIELLE LEIBFRIED, President & CEO
- Phone
- (563) 588-1415
- Website
- WWW.DBQUNITEDWAY.ORG
- Return prepared by
- BAC CPA LLC
Mission
TO CONNECT PEOPLE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND INCOME OF THOSE IN NEED IN OUR COMMUNITY.
Program accomplishments
- GRANTS TO VARIOUS NONPROFIT AGENCIES. THE ORGANIZATION'S PRIMARY ACTIVITY IS RAISING AND GRANTING FUNDS IN SUPPORT OF PROGRAMS PROVIDED BY TRI-STATE AREA NONPROFIT AGENCIES. AGENCY PROGRAMS AND BUDGETS ARE REVIEWED ON AN ANNUAL BASIS TO DETERMINE THE BEST USE OF THE FUNDS EACH YEAR.Expenses $865,595 · grants $865,595
- PROGRAM SERVICE EXPENSE PLUS SPECIAL PROJECTS. THE ORGANIZATION CONDUCTS A VARIETY OF VALUE ADDED SERVICES AND PROGRAMS FOR THE GOOD OF THE COMMUNITY. THESE INCLUDED ADVOCACY WORK,VOLUNTEER PROGRAMS, AND A READING PROGRAM ALONG WITH ADDITIONAL SERVICES PROVIDED TO AGENCIES RECEIVING ALLOCATIONS.Expenses $307,557
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0761060
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,032,365
- Income (IRS master file)
- $1,432,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,372,750 | $1,512,965 | $2,032,365 | XML |
| 990 | May 2024 | $1,437,813 | $1,457,598 | $2,178,282 | XML |
| 990 | May 2023 | $1,492,504 | $1,412,084 | $2,205,680 | XML |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-0761060).
Questions about UNITED WAY OF DUBUQUE AREA TRI- STATES
- What is the EIN of UNITED WAY OF DUBUQUE AREA TRI- STATES?
- The employer identification number (EIN) of UNITED WAY OF DUBUQUE AREA TRI- STATES is 42-0761060.
- Is UNITED WAY OF DUBUQUE AREA TRI- STATES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to UNITED WAY OF DUBUQUE AREA TRI- STATES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF DUBUQUE AREA TRI- STATES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF DUBUQUE AREA TRI- STATES due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF DUBUQUE AREA TRI- STATES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of UNITED WAY OF DUBUQUE AREA TRI- STATES?
- The 990 for the year ended May 31, 2025 names DANIELLE LEIBFRIED.
- Who are the officers and directors of UNITED WAY OF DUBUQUE AREA TRI- STATES?
- The 990 for the year ended May 31, 2025 lists 27 people; 1 received compensation from the organization, the highest $98,666 (DANIELLE LEIBFRIED, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF DUBUQUE AREA TRI- STATES have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,372,750, expenses of $1,512,965 and total assets of $2,032,365 at year end.
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- DUPACO RW HOEFER FOUNDATION EIN 45-4145438 · last filed 990-PF for 2025
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